On desktop, public company admins now have further control over their future blackouts with flexible market rules and custom officer code creation.

You can see a dynamic list of all participants impacted by the blackout.

Easily select a combination of events you need to block.

Add and edit officer codes whenever you need.

Please feel free to direct any questions or feedback to publicmarkets@carta.com

Investors can now view their fund’s SOI, Deal IRR, and Performance pages on their phone!

On desktop, fund administration customers will see a new ‘Funds’ section where all their fund data will live.

Take a look and send us your feedback at investorservices@carta.com.

You can now remove bank accounts on personal portfolios as well as company accounts. To do this in a personal portfolio, go to “Account” and “Settings” and click on “Payment information” from the left menu. Click the “Actions” button and “Remove.”

If you have any pending transactions, such as an exercise or are participating in a capital call or a tender offer, you will not be able to remove your bank account.

Once the bank account is removed, you can then add a new bank account.

At this time, only one bank account can be added to personal portfolios. Company accounts can add multiple bank accounts. Learn more >

Finding the right comparable companies for your ASC820 reports can be time-consuming, so we decided to enhance the Comparable companies page to make this process easier than ever. You can now find comparable companies using keywords, the subject company’s business description, and tickers.

We’ve also added more financial performance metrics right into the tool so that all of your comp research and selection can be done without leaving the app.

If you’re using Carta’s (non-escrow) capital call feature, you now have several new options to enhance the notices you send to investors.

When setting call amounts, you now have the ability to reflect late interest payments, prepaid contributions and outstanding balances for one or more investors on capital call notices. You also have the ability to turn off a notice, which will prevent the notice from sending to the selected investor.

Adding any of these new options for investors will update amounts on the final review page accordingly. Late interest and outstanding balance amounts will increase an investor’s total amount due and adding a prepaid contribution will decrease their total amount due.

Notices with late interest added will include a late interest row and add to the total amount due.

Notices with outstanding balances added will include an outstanding balance row and add to the total amount due.

Notices with prepaid contributions added will include a prepaid contribution row and offset against the total amount due.

We hope these new options make it easier to run capital calls with your investors. We’d love to hear your thoughts, so don’t hesitate to reach out at investorservices@carta.com with any questions or comments.

Investors can now tag and categorize portfolio companies on Carta!

Find the “Manage Tags” page under the “Account” drop-down in your navigation. Here you can edit and add categories and tags.

You can apply tags on the “Manage company profiles” page, also under Accounts. There you can add tags in bulk or on an individual basis.

On the “Investments” and portfolio company pages, you can filter by these tags. We’re working on extending this filters functionality on more pages through-out your Carta experience.

We are excited about helping you organize your portfolio better, so don’t hesitate to send your feedback to investorservices@carta.com.

Quarterly and annual reporting can be time consuming and stressful. For our public companies, help is on the way with our new earnings per share report! You can now calculate your company’s basic and diluted earnings per share faster than ever.

To access this report, navigate to the Reports page and search for Earnings per share worksheet under the Compliance section. Be sure to enter the start and end dates of the fiscal period, then export the report.

For convertible notes, we previously used the same field to reflect “Interest last accrued” and “Interest accrual end date.” This was confusing since these two fields can be different dates. We have separated these fields and added tooltips into the details modal of the convertibles to help make the distinctions between these fields clearer.

Interest last accrued: the last date that interest was collected for a convertible. In Carta, this is a calculated date that changes depending on the terms that are set for the convertible and the amount of time that has passed. This can only be viewed in the details modal of the convertible.

Interest accrual end date: a date that can be modified by company administrators and will stop the interest from accruing based on the date set. This will override the maturity date if one is set. Interest accrual end date can be viewed in details modal of the convertible and edited by legal administrators through the modify workflow.

We made it easier for investors to manage closing documents for their investments on Carta. You can now upload closing documents for all your investments and view them in one place. Access closing documents from the “Documents” tab of your portfolio company page.

For investors with Carta companies in their portfolio, you will continue to have the ability to request and receive documents from your portfolio companies.

Have you started using Carta to manage documents for your portfolio companies? If so, send us feedback to investorservices@carta.com

As a Carta fund administration customer, you can now share your SOI, Deal IRR and Fund performance pages with your investors in-app.

We’ve made it simple to enable sharing across your investors, while providing granular controls to fine-tune access per investor. At your option, our team can help manage sharing, so that your investors can always access information from the most recent quarterly reporting period.

After enabling sharing, this investor can login to see these new views (SOI, Deal IRR, & Fund performance) in their Carta account.

We hope this feature makes it easier than ever to keep your investors informed and engaged and we’d love to hear your thoughts! Don’t hesitate to reach out at investorservices@carta.com.